Hi, im new to this community, i’m very glad to be here and learn some new great stuff!
i have a question, i’m connecting Constant contact to podio, so when people fills the form on our website , zapier sends info to my Podio Account (i did the test and worked on 1st try) then i did a second test with same “lead” and a new item was created instead of overriding/updating the old one. i need to know if some kind of double filtering can be used:
a new lead comes in --> check Email & name --> if it matches then updates old contact, →
if it doesnt, → then it creates a new item
Constant Contact Lead to Podio Find/Update or Create Item - avoiding duplicates
- Beginner
- 2 replies
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
Userlevel 7
+14
- Certified Zapier Expert
- 24164 replies
-
15 June 2021
Hi
The Podio Zap app integrations offers this search action: Find Item
You may have to use Paths: https://zapier.com/apps/paths/integrations
If Item Found = TRUE, then Update Item
If Item Found = FALSE, then Create Item
- Beginner
- 2 replies
-
17 June 2021
hi, thanks.
well i tried this option just now, but i’m having an issue, i need to check email field , because name / phone is entered different by same customer sometimes (888-555-5555 / (888)555-555 / +18885555555)
but when trying to compare mails (“search item”: email on podio is equal to “email” entered on Contant Contact → True (this option should update item on podio, im still getting duplicates)
i got this error message:
The app returned "Invalid value "xxxxxxxxxxx" (string): must be array".
Userlevel 7
+14
- Certified Zapier Expert
- 24164 replies
-
17 June 2021
You can use a Formatter > Numbers > Format Phone Number step to standardize the phone number format before doing a search in Podio.
https://zapier.com/help/create/format/get-started-with-formatter#all-number-transformations
All number transformations
- Format Currency
- Format Number
- Format Phone Number
- Perform Math Operation
- Spreadsheet-Style Formula
Learn more about number transformations.
- Beginner
- 2 replies
-
18 June 2021
thanks, it is an option that i did not know
but in this particular zap, i would need to format old phone numbers on podio as well to compare them with new formated entries (as old phone numbers are not formated at all comparison won’t work with those old leads)
mail should be our weapon of choice in this case as they are formated already by default,
my question would be, why im I getting that array error when trying to compare email slots?
it should be an easy path:
new item added in Constant contact → path “Find Item” → Email address →
if item found → then update client information
if item Not found → create new item
many many thanks.
Userlevel 7
+14
- Certified Zapier Expert
- 24164 replies
-
18 June 2021
Please post a screenshot of the error and how your Zap step is configured, thanks.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.